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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,702 | $111,535+134.6% | $105,223+148.7% | $137,256+90.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.86% | 237.85%-228.0pp | 180.65%-170.8pp | 220.34%-210.5pp |
| Employer contribution / active EE | $8,710 | $3,939+121.1% | $3,689+136.1% | $4,156+109.6% |
| Participant deferral / active EE | $15,300 | $5,500+178.2% | $5,072+201.7% | $6,407+138.8% |
| Admin fee / account holder | $71,073 | $9,721+631.1% | $8,859+702.3% | $12,270+479.2% |